The online travel and lodging industry clearly needs to improve its reliability. Simply put, when your site is unavailable to consumers you lose business. Marriott sets the standard for site reliability and responsiveness in the lodging industry. It is very rare for one site to top our rankings in both these areas, so clearly Marriott is the site to model after from a technical standpoint.

The only consolation to farmers is that the price of seafood will go up further. So when production gets back on track, fish and shrimp producers can use the profits to recover their lost costs.

The positive tone has more to do with the economic data that showed some signs of life in the economy. We've got through the Enron debacle and some selling that represented investors looking to lock in profits earlier on. Now we're starting to get a serious picture of what next year looks like, and it's probably the first serious step toward an upward move in the market.

The possibility of rising interest rates worries investors. For many companies there is a direct effect on their earnings and stocks can also become less attractive to bonds.

The post-Labor Day rally, I wasn't sold on. The fact that we didn't really crash over summer, I thought was a terrific blessing. I think sentiment is going to drive the market from here. The numbers are there, the numbers have not changed. The economy has not changed, it is still good, slowing down a little bit. We've got a nice stable platform. Earnings for second quarter were fabulous. They ought to be pretty good, I think, coming in here to the third quarter.